Afleveringen
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Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: CRCL, GMS, and more
Stellantis and Renault urge EU to ease regulations amid rising competition from China's small cars
Meta plans to hire Safe Superintelligence CEO Daniel Gross and Nat Friedman to push AI - report
BBC threatens legal action versus Perplexity over alleged use of content to train AI models - report
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Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12)
Episode transcripts: seekingalpha.com/wsb
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Zijn er afleveringen die ontbreken?
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Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05).
Show Notes:
Housing starts plunge more than expected in May, building permits also drop
Netflix quietly slides into live TV business via partnership with France's TF1
Alibaba-backed MiniMax mulls Hong Kong IPO - report
Marvell rises as analysts praise custom AI event announcements
Episode transcripts: seekingalpha.com/wsb
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Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)
Show Notes
Hexagon launches new humanoid robot
What is MiniMax?
X sues New York
Episode transcripts: seekingalpha.com/wsb
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Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)
Show Notes
The 5 mega forces driving equity conditions
Episode transcripts: seekingalpha.com/wsb
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Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: Solar stocks, and more
G7 Summit: Leaders said to draft strategy to secure critical mineral supply
Eli Lilly nears $1.3B deal for Verve Therapeutics - report
U.S. and UK reach tariffs deal at G7, steel imports unresolved
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Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)
Show Notes
The Fed ‘hates’ Trump’s policies
Episode transcripts: seekingalpha.com/wsb
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Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: SRPT, CSCO, and more
What are stablecoins?
U.S. pushes Vietnam to reduce reliance on Chinese tech - report
Japan, Europe and China tipped to outperform U.S. stocks over next decade
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Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06)
Show Notes
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz
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Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
War Scenarios: A Guide For Investors
Episode transcripts: seekingalpha.com/wsb
Get 20% off James' Successful Portfolio Strategy
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Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025.
Show links:
Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo
Episode transcripts: seekingalpha.com/wsb
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Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more
Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike
Oracle stock surge bumps Larry Ellison to world's second richest person
Air India crash is likely to draw scrutiny to airplane configuration at take-off
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Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)
Show Notes
A.I. Joe – The Unreal American Hero
BlackRock looks to dominate crypto
Episode transcripts: seekingalpha.com/wsb
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Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27, above expected band, raising $864M. (01:47)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: ORCL, OKLO, and more
Huawei ‘has China covered’ if US stays out, says Nvidia CEO
What's hot and what's cold in the beverage sector
China to place six-month limit on rare earth export licenses for U.S. firms - report
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CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)
Show Notes
More nuclear-AI love Tesla sets tentative robotaxi debut date
Episode transcripts: seekingalpha.com/wsb
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Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: GME, PLAY, and more
JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon'
U.S. and China agree on framework over trade disputes; leaders nod pending
Elon Musk regrets some of his posts about Donald Trump, says 'went too far'
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The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30)
Show Notes
Citi boosts its S&P target and earnings forecast
Episode transcripts: seekingalpha.com/wsb
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UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner, not as an adversary, says AmCham. (02:04)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: LMNR, NVO, and more
Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids
Meta's Zuckerberg hiring to form 'superintelligence' AI team - report
Walt Disney closes deal to fully acquire Hulu
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The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks to flying taxis. (1:54)
Show Notes
Shakeup coming in one of the biggest gold ETFs
Episode transcripts: seekingalpha.com/wsb
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Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: Air mobility stocks, and more
China's trade surplus widens amid weaker exports and deeper import slump
IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal
U.S. solar manufacturing surges, but installations set to decline over next five years
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